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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
401
AMG National Trust Bank
Colorado
$239K +$77.6K +1,427 +41%
PSB
402
Passumpsic Savings Bank
Vermont
$238K +$17.7K +325 +7%
KPWS
403
Kestra Private Wealth Services
Texas
$237K +$51.3K +944 +24%
SCA
404
Stonebridge Capital Advisors
Minnesota
$233K -$25K -460 -9%
SP
405
Successful Portfolios
Florida
$233K +$3.32K +61 +1%
AAS
406
Ameritas Advisory Services
Nebraska
$232K -$23.4K -430 -8%
PDL
407
Portfolio Design Labs
California
$231K +$257K +4,724 New
WF
408
Welch & Forbes
Massachusetts
$230K
BDWCC
409
B&D White Capital Company
Texas
$230K -$141K -2,600 -36%
GWCM
410
Godshalk Welsh Capital Management
Pennsylvania
$230K
CI
411
Cherokee Insurance
Michigan
$230K +$255K +4,700 New
FCH
412
Freestone Capital Holdings
Washington
$229K -$47.6K -875 -16%
PCM
413
Parsons Capital Management
Rhode Island
$229K -$54.4K -1,000 -18%
LSIA
414
LaSalle St. Investment Advisors
Illinois
$228K +$255K +4,682 New
RG
415
Rathbones Group
United Kingdom
$226K -$43.5K -800 -15%
RA
416
Ruggaard & Associates
Ohio
$226K -$70.7K -1,300 -22%
BFG
417
Bleakley Financial Group
New Jersey
$226K -$26K -478 -9%
PWPS
418
Pinnacle Wealth Planning Services
Ohio
$225K -$154K -2,835 -38%
JCM
419
J2 Capital Management
Michigan
$223K +$249K +4,576 New
MG
420
Mather Group
Illinois
$222K -$1.85K -34 -0.7%
VWM
421
Venturi Wealth Management
Texas
$222K -$3.48K -64 -1%
UPS
422
UHLMANN PRICE SECURITIES
Illinois
$220K +$5.54K +102 +2%
SWM
423
Spire Wealth Management
Virginia
$219K -$40.9K -753 -14%
PAG
424
Private Advisor Group
New Jersey
$218K -$321K -5,911 -57%
BTI
425
Blue Trust Inc
Georgia
$217K -$590K -10,856 -71%